Investor profileUpdated Apr 24, 2026/api/investors/analyze
What is Warren Buffett's portfolio and historical performance?
A grounded snapshot of Berkshire Hathaway's disclosed US equity book: current biggest holdings, win rate, weighted return, and the all-time best and worst trades that the 13F record will let us measure.
Warren Buffett
13F snapshot- AUM (13F)
- $137.7B
- Stocks holding
- 39
Top 5 current bets
- AAPL28.4%$39.1B
- CVX16.8%$23.1B
- BAC16.2%$22.3B
- OXY9.1%$12.5B
- CB5.7%$7.9B
- Other23.8%
Win Rate
68.6%
Weighted Return
+98.8%
Trades
140
96 W · 44 L · 39 holding
Median Holding
3.13yrs
Overview
- Trades
- 140 (96 W, 44 L, 39 holding)
- Win Rate
- 68.6%
- Weighted Return
- +98.8%
- % of Capital on Winners
- 77.7%
- Median Holding
- 3.13 yrs
Annualized / Risk
- Median IRR
- +4.7%
- Weighted IRR
- +6.6%
- Expectancy
- +14.1%
- Profit Factor
- 25.05×
- Sortino
- 0.40
Return Distribution
- Median Return
- +15.0%
- Median Return (W)
- +30.5%
- Median Return (L)
- -21.5%
- Min / 25 / 50 / 75 / Max
- -75.0% · -7.8% · 15.0% · 41.8% · 1125.5%
All trades
Showing top 100 by IRR · 140 total (101 closed, 39 holding)
| Ticker | Period | Return | IRR | Cost (M) | Cost / share | Pos % | Years | Status |
|---|---|---|---|---|---|---|---|---|
| VTS | Q1 2023 | +20.3% | +109.8% | 0.66 | 12.96 | 0.0% | 0.25 | closed |
| GOOGL | Q3 2025 | +69.7% | +102.5% | 3,592.63 | 201.31 | 1.4% | 0.75 | holding |
| ADM | Q4 2012 | +15.5% | +78.2% | 111.10 | 18.65 | 0.0% | 0.25 | closed |
| NYT | Q4 2025 | +26.1% | +58.9% | 319.41 | 63.05 | 0.1% | 0.50 | holding |
| DHI | Q1 2025 | +25.2% | +56.8% | 195.61 | 129.34 | 0.1% | 0.50 | closed |
| LLYVK | Q3 2023 | +185.8% | +46.5% | 371.61 | 33.38 | 0.1% | 2.75 | holding |
| LLYVA | Q3 2023 | +184.3% | +46.2% | 166.13 | 32.89 | 0.1% | 2.75 | holding |
| NUE | Q1 2025 | +54.8% | +41.8% | 829.64 | 125.44 | 0.3% | 1.25 | holding |
| ESRX | Q3 2014 | +8.7% | +39.4% | 32.25 | 71.74 | 0.0% | 0.25 | closed |
| DG | Q2 2011 | +48.7% | +37.4% | 128.85 | 28.65 | 0.0% | 1.25 | closed |
| DHI | Q2 2023 | +16.5% | +35.7% | 630.79 | 105.67 | 0.2% | 0.50 | closed |
| INTC | Q3 2011 | +25.2% | +34.9% | 173.83 | 15.12 | 0.1% | 0.75 | closed |
| NSRGY | Q3 2009 | +42.0% | +32.4% | 88.39 | 26.00 | 0.0% | 1.25 | closed |
| MCK | Q1 2022 | +39.9% | +30.8% | 863.90 | 270.11 | 0.3% | 1.25 | closed |
| CVS | Q3 2011 | +27.3% | +27.3% | 178.11 | 25.06 | 0.1% | 1.00 | closed |
| OGN | Q2 2021 | +5.5% | +23.8% | 39.81 | 25.68 | 0.0% | 0.25 | closed |
| FISV | Q2 2010 | +10.9% | +22.9% | 218.81 | 12.43 | 0.1% | 0.50 | closed |
| TRV | Q3 2009 | +10.4% | +21.9% | 0.88 | 32.16 | 0.0% | 0.50 | closed |
| LAMR | Q2 2025 | +21.7% | +21.7% | 133.37 | 110.92 | 0.1% | 1.00 | holding |
| PFE | Q3 2020 | +5.0% | +21.7% | 99.18 | 26.72 | 0.0% | 0.25 | closed |
| COF | Q1 2023 | +85.9% | +21.0% | 1,230.98 | 98.71 | 0.5% | 3.25 | holding |
| T | Q3 2015 | +9.6% | +20.1% | 718.32 | 12.11 | 0.3% | 0.50 | closed |
| ABBV | Q3 2020 | +30.7% | +19.5% | 1,948.05 | 76.30 | 0.7% | 1.50 | closed |
| B | Q2 2020 | +8.7% | +18.2% | 445.37 | 21.29 | 0.2% | 0.50 | closed |
| MA | Q1 2011 | +1125.5% | +17.9% | 197.27 | 36.53 | 0.1% | 15.25 | holding |
| AAPL | Q1 2016 | +430.9% | +17.7% | 39,054.92 | 37.61 | 14.9% | 10.25 | holding |
| JEF | Q3 2022 | +73.5% | +15.8% | 12.02 | 27.72 | 0.0% | 3.75 | holding |
| VOO | Q4 2019 | +106.8% | +15.6% | 11.08 | 257.62 | 0.0% | 5.00 | closed |
| TMUS | Q3 2020 | +99.1% | +15.6% | 606.83 | 115.76 | 0.2% | 4.75 | closed |
| COST | Q4 2006 | +631.1% | +15.6% | 190.32 | 36.22 | 0.1% | 13.75 | closed |
| SPY | Q4 2019 | +106.1% | +15.6% | 11.08 | 281.30 | 0.0% | 5.00 | closed |
| AMZN | Q1 2019 | +169.0% | +14.6% | 900.47 | 83.80 | 0.3% | 7.25 | holding |
| NKE | Q4 2006 | +72.3% | +14.6% | 291.08 | 9.10 | 0.1% | 4.00 | closed |
| CB | Q3 2023 | +43.7% | +14.1% | 7,885.43 | 230.24 | 3.0% | 2.75 | holding |
| RSG | Q3 2009 | +14.0% | +14.0% | 208.31 | 19.24 | 0.1% | 1.00 | closed |
| V | Q3 2011 | +580.2% | +13.9% | 477.11 | 29.91 | 0.2% | 14.75 | holding |
| VRSN | Q4 2012 | +453.3% | +13.5% | 667.59 | 49.60 | 0.3% | 13.50 | holding |
| KR | Q4 2019 | +124.1% | +13.2% | 1,762.49 | 28.52 | 0.7% | 6.50 | holding |
| MRSH | Q3 2020 | +39.6% | +12.9% | 557.03 | 105.35 | 0.2% | 2.75 | closed |
| HEI-A | Q2 2024 | +26.0% | +12.3% | 227.57 | 175.78 | 0.1% | 2.00 | holding |
| SYF | Q2 2017 | +45.3% | +10.5% | 490.20 | 23.56 | 0.2% | 3.75 | closed |
| GD | Q3 2011 | +15.9% | +10.3% | 172.82 | 44.58 | 0.1% | 1.50 | closed |
| VRSK | Q2 2011 | +97.5% | +10.2% | 115.55 | 33.54 | 0.0% | 7.00 | closed |
| LPX | Q3 2022 | +43.1% | +10.0% | 385.19 | 54.68 | 0.1% | 3.75 | holding |
| FWONK | Q4 2021 | +53.4% | +10.0% | 455.63 | 59.00 | 0.2% | 4.50 | holding |
| RH | Q3 2019 | +37.9% | +9.6% | 513.38 | 217.53 | 0.2% | 3.50 | closed |
| BAC | Q3 2017 | +123.3% | +9.6% | 22,261.80 | 21.51 | 8.5% | 8.75 | holding |
| GL | Q4 2006 | +356.7% | +9.3% | 149.04 | 23.46 | 0.1% | 17.00 | closed |
| BDX | Q2 2009 | +13.7% | +9.0% | 76.02 | 40.22 | 0.0% | 1.50 | closed |
| NU | Q4 2021 | +30.4% | +8.5% | 1,046.55 | 9.77 | 0.4% | 3.25 | closed |
| UNP | Q1 2007 | +24.8% | +8.4% | 720.00 | 16.61 | 0.3% | 2.75 | closed |
| AON | Q1 2021 | +52.1% | +8.3% | 962.86 | 219.03 | 0.4% | 5.25 | holding |
| C | Q1 2022 | +26.3% | +8.1% | 3,014.75 | 54.57 | 1.1% | 3.00 | closed |
| MCO | Q4 2006 | +355.1% | +8.1% | 2,600.21 | 54.17 | 1.0% | 19.50 | holding |
| MKL | Q1 2022 | +14.5% | +8.0% | 598.84 | 1,269.64 | 0.2% | 1.75 | closed |
| QSR | Q4 2014 | +50.8% | +7.8% | 237.72 | 28.17 | 0.1% | 5.50 | closed |
| DVA | Q4 2011 | +188.5% | +7.6% | 1,911.68 | 49.57 | 0.7% | 14.50 | holding |
| CVX | Q3 2020 | +51.2% | +7.5% | 23,144.98 | 106.11 | 8.8% | 5.75 | holding |
| CHTR | Q2 2014 | +129.4% | +7.2% | 1,748.84 | 164.18 | 0.7% | 12.00 | holding |
| NVR | Q2 2023 | +20.0% | +6.3% | 64.84 | 5,834.83 | 0.0% | 3.00 | holding |
| SIRI | Q4 2016 | +35.0% | +6.2% | 6,118.71 | 35.51 | 2.3% | 5.00 | closed |
| PSX | Q2 2012 | +58.9% | +6.2% | 4,551.32 | 44.77 | 1.7% | 7.75 | closed |
| TRV | Q3 2018 | +9.3% | +6.1% | 647.36 | 108.65 | 0.2% | 1.50 | closed |
| LEE | Q1 2012 | +31.6% | +5.9% | 3.66 | 11.35 | 0.0% | 4.75 | closed |
| BATRK | Q3 2023 | +16.3% | +5.7% | 8.40 | 37.55 | 0.0% | 2.75 | holding |
| XOM | Q2 2013 | +8.2% | +5.4% | 2,203.10 | 53.56 | 0.8% | 1.50 | closed |
| STNE | Q4 2018 | +30.1% | +5.4% | 316.49 | 22.34 | 0.1% | 5.00 | closed |
| GSK | Q4 2007 | +36.2% | +5.3% | 30.77 | 20.37 | 0.0% | 6.00 | closed |
| UNH | Q2 2025 | +5.2% | +5.2% | 1,554.68 | 308.50 | 0.6% | 1.00 | holding |
| BMY | Q3 2020 | +7.6% | +5.0% | 1,596.57 | 47.89 | 0.6% | 1.50 | closed |
| ALLE | Q2 2025 | +4.5% | +4.5% | 107.77 | 138.14 | 0.0% | 1.00 | holding |
| ALLY | Q1 2022 | +19.3% | +4.2% | 1,124.35 | 37.48 | 0.4% | 4.25 | holding |
| XOM | Q2 2009 | +10.8% | +4.2% | 47.63 | 37.32 | 0.0% | 2.50 | closed |
| SNY | Q4 2006 | +55.6% | +3.8% | 84.23 | 20.73 | 0.0% | 11.75 | closed |
| VZ | Q1 2014 | +19.1% | +3.6% | 379.93 | 25.33 | 0.1% | 5.00 | closed |
| DE | Q3 2012 | +15.8% | +3.5% | 1,584.67 | 67.32 | 0.6% | 4.25 | closed |
| NSC | Q1 2007 | +9.6% | +3.4% | 202.47 | 31.82 | 0.1% | 2.75 | closed |
| WMT | Q4 2006 | +47.9% | +3.4% | 2,474.83 | 13.66 | 0.9% | 11.75 | closed |
| GS | Q4 2013 | +23.3% | +3.3% | 3,082.05 | 153.91 | 1.2% | 6.50 | closed |
| GM | Q1 2012 | +41.7% | +3.1% | 2,647.05 | 25.86 | 1.0% | 11.50 | closed |
| OXY | Q1 2022 | +13.7% | +3.1% | 12,529.18 | 47.29 | 4.8% | 4.25 | holding |
| RPRX | Q3 2021 | +1.8% | +2.4% | 456.24 | 34.71 | 0.2% | 0.75 | closed |
| WFC | Q4 2006 | +41.7% | +2.3% | 10,264.69 | 21.38 | 3.9% | 15.25 | closed |
| USB | Q4 2006 | +41.1% | +2.1% | 3,739.02 | 25.68 | 1.4% | 16.25 | closed |
| PG | Q4 2006 | +40.6% | +2.1% | 3,885.57 | 36.71 | 1.5% | 16.75 | closed |
| MDLZ | Q4 2007 | +30.6% | +1.7% | 1,895.98 | 13.71 | 0.7% | 15.75 | closed |
| MTB | Q4 2006 | +25.8% | +1.7% | 453.24 | 67.31 | 0.2% | 14.00 | closed |
| UPS | Q4 2006 | +30.8% | +1.6% | 56.74 | 39.70 | 0.0% | 16.75 | closed |
| BK | Q3 2010 | +21.0% | +1.5% | 2,852.60 | 33.03 | 1.1% | 12.50 | closed |
| GHC | Q4 2006 | +11.3% | +1.0% | 584.61 | 338.36 | 0.2% | 11.25 | closed |
| IBM | Q1 2011 | +5.4% | +0.8% | 7,951.07 | 97.88 | 3.0% | 7.00 | closed |
| FND | Q3 2021 | +2.1% | +0.7% | 497.74 | 104.13 | 0.2% | 3.00 | closed |
| IRM | Q4 2006 | +2.2% | +0.6% | 134.37 | 9.83 | 0.1% | 3.75 | closed |
| JNJ | Q4 2006 | +8.1% | +0.5% | 3,314.90 | 37.33 | 1.3% | 16.75 | closed |
| NOV | Q2 2012 | +1.3% | +0.4% | 456.38 | 51.39 | 0.2% | 3.00 | closed |
| GE | Q4 2006 | +0.2% | +0.0% | 234.64 | 105.61 | 0.1% | 10.50 | closed |
| LEN-B | Q2 2023 | -2.2% | -0.7% | 16.69 | 92.21 | 0.0% | 3.00 | holding |
| SU | Q2 2013 | -3.9% | -1.2% | 726.48 | 20.75 | 0.3% | 3.25 | closed |
| COP | Q4 2006 | -10.5% | -1.4% | 2,792.86 | 33.10 | 1.1% | 8.00 | closed |
| AXTA | Q2 2015 | -8.0% | -1.4% | 798.24 | 32.90 | 0.3% | 6.00 | closed |
Numbers are derived from Berkshire's 13F filings. They omit private holdings, fixed income, derivatives, and operating subsidiaries. Reported "performance" is a 13F-derived approximation, not Berkshire's audited results. Not investment advice.
Last updated Apr 24, 2026